# OAKTREE SPECIALTY LENDING (OCSL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OCSL/

- Reporting holders: 5
- Reported value: $3.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $1.3M | 105,951 | 0.0% | 15 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $729.1K | 61,242 | 0.2% | 7 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $623.9K | 52,917 | 0.0% | 5 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $423.6K | 35,600 | 0.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.0K | 754 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $3.0M |
| Q2 2026 | 175 | $522.0M |
| Q1 2026 | 188 | $412.3M |
| Q4 2025 | 204 | $456.9M |
| Q3 2025 | 184 | $443.7M |
| Q2 2025 | 195 | $471.5M |
| Q1 2025 | 192 | $489.8M |
| Q4 2024 | 197 | $479.6M |
| Q3 2024 | 194 | $456.3M |
| Q2 2024 | 201 | $565.7M |
| Q1 2024 | 199 | $693.9M |
| Q4 2023 | 206 | $680.6M |